AE Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
57,419
+10,832
| +23% | +$287K | 0.01% | 607 |
|
|
2025
Q1 | $1.63M | Sell |
46,587
-3,491
| -7% | -$122K | 0.01% | 580 |
|
|
2024
Q4 | $2.01M | Sell |
50,078
-40,476
| -45% | -$1.62M | 0.02% | 518 |
|
|
2024
Q3 | $4.95M | Sell |
90,554
-1,692
| -2% | -$92.4K | 0.04% | 336 |
|
|
2024
Q2 | $4.89M | Buy |
92,246
+18,344
| +25% | +$973K | 0.05% | 330 |
|
|
2024
Q1 | $4.28M | Sell |
73,902
-421,942
| -85% | -$24.4M | 0.05% | 326 |
|
|
2023
Q4 | $26.8M | Sell |
495,844
-9,277
| -2% | -$502K | 0.14% | 163 |
|
|
2023
Q3 | $26M | Buy |
505,121
+49,348
| +11% | +$2.54M | 0.16% | 145 |
|
|
2023
Q2 | $24.3M | Buy |
455,773
+205,199
| +82% | +$10.9M | 0.15% | 160 |
|
|
2023
Q1 | $13.7M | Sell |
250,574
-2,782
| -1% | -$153K | 0.09% | 275 |
|
|
2022
Q4 | $12.8M | Buy |
253,356
+24,766
| +11% | +$1.25M | 0.09% | 256 |
|
|
2022
Q3 | $10M | Buy |
228,590
+79,305
| +53% | +$3.48M | 0.08% | 266 |
|
|
2022
Q2 | $7.71M | Buy |
149,285
+10,168
| +7% | +$525K | 0.06% | 332 |
|
|
2022
Q1 | $8.87M | Buy |
139,117
+31,429
| +29% | +$2M | 0.06% | 309 |
|
|
2021
Q4 | $6.11M | Buy |
107,688
+5,159
| +5% | +$293K | 0.04% | 380 |
|
|
2021
Q3 | $5.9M | Buy |
102,529
+15,077
| +17% | +$868K | 0.05% | 339 |
|
|
2021
Q2 | $5.53M | Buy |
87,452
+5,967
| +7% | +$378K | 0.05% | 336 |
|
|
2021
Q1 | $5.21M | Buy |
81,485
+9,299
| +13% | +$595K | 0.05% | 304 |
|
|
2020
Q4 | $4.01M | Buy |
72,186
+145
| +0.2% | +$8.05K | 0.05% | 307 |
|
|
2020
Q3 | $3.39M | Buy |
72,041
+1,506
| +2% | +$70.9K | 0.05% | 302 |
|
|
2020
Q2 | $2.88M | Buy |
70,535
+4,517
| +7% | +$184K | 0.04% | 317 |
|
|
2020
Q1 | $1.93M | Buy |
66,018
+27,255
| +70% | +$797K | 0.04% | 317 |
|
|
2019
Q4 | $2.12M | Buy |
38,763
+4,142
| +12% | +$227K | 0.05% | 327 |
|
|
2019
Q3 | $1.65M | Buy |
34,621
+1,120
| +3% | +$53.4K | 0.05% | 311 |
|
|
2019
Q2 | $1.65M | Buy |
+33,501
| New | +$1.65M | 0.05% | 279 |
|